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iShares Russell 1000 ETF

1,340 hedge funds and large institutions have $30B invested in iShares Russell 1000 ETF in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 410 increasing their positions, 447 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 77

0.13% less ownership

Funds ownership: 80.8%80.67% (-0.13%)

8% less repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 447

1% less funds holding

Funds holding: 1,3571,340 (-17)

8% less capital invested

Capital invested by funds: $32.4B → $30B (-$2.44B)

12% less funds holding in top 10

Funds holding in top 10: 10895 (-13)

59% less call options, than puts

Call options by funds: $19.8M | Put options by funds: $47.7M

Holders
1,340
Holders Change
-17
Holders Change %
-1.25%
% of All Funds
17.96%
Holding in Top 10
95
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-12.04%
% of All Funds
1.27%
New
89
Increased
410
Reduced
447
Closed
77
Calls
$19.8M
Puts
$47.7M
Net Calls
-$27.9M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
901
Revolve Wealth Partners
New Jersey
$463K
CCB
902
Country Club Bank
Missouri
$462K -$4.2K -13 -0.9%
FNB
903
Farmers National Bank
Kentucky
$461K
IIC
904
Integrated Investment Consultants
Michigan
$460K +$485K +1,500 New
OBWP
905
O'Brien Wealth Partners
Massachusetts
$459K -$24.6K -76 -5%
SL
906
Sentry LLC
Tennessee
$459K +$323 +1 +0.1%
BSG
907
Black Swift Group
Colorado
$458K +$483K +1,494 New
WWM
908
Western Wealth Management
Colorado
$457K -$2.59K -8 -0.5%
PCP
909
Proficio Capital Partners
Massachusetts
$457K
JC
910
JB Capital
Connecticut
$457K +$76.3K +236 +19%
PMFA
911
Plante Moran Financial Advisors
Michigan
$457K
First Manhattan
912
First Manhattan
New York
$455K +$84.1K +260 +21%
CWM
913
Cornerstone Wealth Management
Missouri
$449K +$5.17K +16 +1%
LFA
914
LGT Financial Advisors
Texas
$446K +$73.4K +227 +19%
CWP
915
Curated Wealth Partners
California
$445K
CA
916
Clune & Associates
Illinois
$444K +$3.88K +12 +0.8%
KJHP
917
K.J. Harrison & Partners
Ontario, Canada
$443K -$178K -550 -28%
WIA
918
World Investment Advisors
California
$438K +$6.79K +21 +1%
SAM
919
Summit Asset Management
Tennessee
$437K
FWP
920
FAS Wealth Partners
Kansas
$436K -$647 -2 -0.1%
AWA
921
Arbor Wealth Advisors
Michigan
$435K -$49.5K -153 -10%
PCM
922
Pennsylvania Capital Management
Pennsylvania
$435K
AWA
923
ARQ Wealth Advisors
Arizona
$433K
BWP
924
BSW Wealth Partners
Colorado
$431K
LBC
925
Lowe Brockenbrough & Co
Virginia
$431K -$469K -1,450 -51%

IWB Hedge Fund Activity: Q1 2025 in Review

1,340 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 ETF (IWB) for Q1 2025, worth a combined $30B — down 7.5% from $32.4B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new IWB positions and 77 closed out — a net gain of 12 holders — while 410 added to existing stakes and 447 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $162M. The largest seller was Millennium Management, cutting an estimated $770M.

  • 1,340 institutional investors held iShares Russell 1000 ETF (IWB) as of Q1 2025, down from 1,357 in Q4 2024.
  • Funds reported $30B of iShares Russell 1000 ETF stock for Q1 2025, down 7.5% quarter-over-quarter.
  • 89 funds opened new iShares Russell 1000 ETF positions in Q1 2025 and 77 closed out, a net change of +12 holders.
  • The largest iShares Russell 1000 ETF buyer in Q1 2025 was Jones Financial Companies, an estimated $162M added.
  • The largest iShares Russell 1000 ETF seller in Q1 2025 was Millennium Management, an estimated $770M sold.

Based on aggregated 13F filings for Q1 2025.